Omnicom Group 配当と自社株買い
配当金 基準チェック /56
Omnicom Groupは配当を支払う会社で、現在の利回りは4.45%です。次の支払い日は 9th July, 2026で、権利落ち日は10th June, 2026 。
主要情報
4.5%
配当利回り
16.5%
バイバック利回り
| 総株主利回り | 20.9% |
| 将来の配当利回り | 5.6% |
| 配当成長 | 3.5% |
| 次回配当支払日 | 09 Jul 26 |
| 配当落ち日 | 10 Jun 26 |
| 一株当たり配当金 | n/a |
| 配当性向 | 1,096% |
最近の配当と自社株買いの更新
Recent updates
There May Be Reason For Hope In Omnicom Group's (NYSE:OMC) Disappointing Earnings
Soft earnings didn't appear to concern Omnicom Group Inc.'s ( NYSE:OMC ) shareholders over the last week. Our analysis...Omnicom Group: The Re-Rating Story Wall Street May Be Underestimating
Summary Omnicom Group appears undervalued at a 7.04x forward P/E, with Wall Street potentially underestimating its growth prospects post-acquisition. Recent acquisition synergies drove Q1 revenue up 52% and expanded margins from 12.4% to 14.8%, signaling operational improvement. OMC management projects double-digit EPS growth, and $900 million in 2026 synergies and is executing aggressive share buybacks with $3.2 billion remaining. Free cash flow surged 70% year-over-year, supporting a 14.3% dividend hike, but leverage rose to 5.6x net debt/EBITDA, warranting close monitoring. Read the full article on Seeking AlphaOMC: Trade Desk Fee Audit And Media Reviews Will Support Future EPS
Omnicom Group's analyst price target has moved slightly lower to $99.80 from $100.90, as analysts factor in more measured revenue growth assumptions, a higher projected profit margin, and a lower future P/E, alongside recent mixed target changes from banks such as Barclays, Citi, Morgan Stanley, and UBS. Analyst Commentary Recent price target changes on Omnicom highlight a split view on how much upside remains, with some analysts lifting targets and others trimming them after reassessing growth expectations, margins, and appropriate P/E levels.Omnicom Group Inc. Just Recorded A 5.6% Revenue Beat: Here's What Analysts Think
Last week saw the newest first-quarter earnings release from Omnicom Group Inc. ( NYSE:OMC ), an important milestone in...OMC: Programmatic Fee Audit And Media Reviews Will Support Future EPS Upside
Analysts have modestly lifted their average price target on Omnicom Group by a few dollars, citing recent audit findings on programmatic buying and a series of price target increases from firms that view the company’s latest results and media review activity as supportive of its current positioning. Analyst Commentary Recent research on Omnicom Group highlights a mix of optimism around its media audit outcomes and higher valuation targets, alongside a more cautious camp that is focused on execution risk and potential limits to upside.OMC: Trade Desk Fee Audit Will Support Future EPS Upside
Analysts have lifted their Omnicom Group fair value estimate from $99.70 to $100.90, reflecting updated views on sector reviews tied to Trade Desk exposure and a slightly higher assumed future P/E multiple supported by recent Street price target revisions. Analyst Commentary Bullish and bearish analysts are looking at Omnicom through different lenses, but the recent moves in price targets and the focus on Trade Desk exposure are giving investors a clearer read on valuation, execution, and growth expectations.OMC: AI Partnerships And Execution Will Support Upside Following Recent Earnings Reassessment
Analysts have lifted their average price targets on Omnicom Group by single digit dollar amounts, reflected in recent moves such as raises to $90, $115 and higher, citing Q4 results they view as inline and a reassessment of the company’s risk profile and earnings power. Analyst Commentary Recent research on Omnicom Group shows a mix of views, with several bullish analysts lifting their price targets following the latest quarterly update and reassessment of the company’s earnings profile.OMC: AI Partnerships And Execution Will Support Upside Within Revised Risk Framework
Our Omnicom Group narrative fair value estimate has been revised from $120 to $117, reflecting analysts' updated price targets in the $82 to $115 range and their mixed but generally steady read on recent Q4 results and outlook assumptions. Analyst Commentary Recent Street research on Omnicom reflects a mixed but generally constructive tone, with bullish analysts lifting price targets into a wide range that aligns with solid execution and a steady read on Q4 results.OMC: AI Search Collaboration And Platform Upgrades Will Support Future EPS Upside
Omnicom Group's updated fair value estimate has inched down from $101.10 to $99.70 as analysts balance a higher assumed P/E of about 13.8x against more conservative revenue growth and discount rate inputs, while recent price target moves ranging from $82 to $115 highlight differing views on the stock's risk reward trade off. Analyst Commentary Recent research on Omnicom Group reflects a split view on upside potential versus execution risk, with updated price targets clustering between US$82 and US$115.OMC: Higher Confidence In AI Partnerships And Execution Supports Upside Potential
Analysts lifted their price target on Omnicom Group to $120 from $115, pointing to updated assumptions around revenue growth, profit margins, and a lower discount rate, which they say support a higher fair value and a reduced future P/E multiple. Analyst Commentary Bullish analysts point to the revised US$120 price target as a sign that updated modeling around revenue, margins, and discount rates leaves more room in the current valuation than previously assumed.OMC: AI Partnerships And Omni Platform Advancements Will Drive Future EPS Upside
Analysts have nudged their fair value estimate for Omnicom Group slightly lower to about $101.10, reflecting updated views on discount rates, margin expectations, and future P/E assumptions after recent price target revisions, such as JPMorgan's $14 increase. Analyst Commentary Recent commentary around Omnicom Group has focused on how updated assumptions on discount rates, margins, and future P/E multiples feed into fair value work, with JPMorgan’s US$14 price target increase serving as a reference point for more constructive views.OMC: Future Earnings From Integration And AI Partnerships Will Face Execution Tests
Analysts have trimmed their Omnicom fair value estimate from US$78 to US$77, while still lifting price targets. They cited updated assumptions on synergy driven earnings potential for the planned Omnicom and Interpublic Group combination, along with a shift to a lower P/E multiple and discount rate, higher modeled revenue growth, and a reduced profit margin profile.OMC: Merger Synergies Will Drive Future EPS Accretion And Upside Potential
Analysts have lifted their Omnicom Group price target by $1 to roughly $102 as they factor in lower perceived risk, stronger top line growth supported by the Interpublic merger, and achievable pro forma earnings synergies, despite a slightly slimmer profit margin and lower future P/E assumption. Analyst Commentary Recent research updates indicate that sentiment around Omnicom is becoming more constructive, with upside tied to successful execution on the Interpublic merger and realization of synergy targets, though some observers remain cautious on the durability of earnings growth and integration risk.OMC: Merger Synergies Will Drive Achievable $10 EPS And Future Upside
Analysts have increased their price target for Omnicom Group from $80 to $90, citing improved earnings potential following expected synergies from its merger with Interpublic Group. Analyst Commentary Following the announcement of the merger between Omnicom and Interpublic Group, analysts have provided a range of perspectives regarding the company's near- and long-term outlook.Omnicom Group's (NYSE:OMC) Shareholders Will Receive A Bigger Dividend Than Last Year
Omnicom Group Inc.'s ( NYSE:OMC ) periodic dividend will be increasing on the 9th of January to $0.80, with investors...OMC: Profit Margins Will Improve as Merger Synergies Drive Future Upside
Omnicom Group’s analyst price target has been slightly lowered from $100.89 to $100.56 as analysts cite modestly softer revenue growth assumptions. However, there is an improved profit margin outlook and continued potential from the Interpublic merger.OMC: Merger Synergies Are Expected To Drive Share Price Higher
Omnicom Group’s analyst price target rose by over $10, reflecting updated expectations for stronger revenue growth and anticipated synergies from the upcoming Interpublic Group merger, according to analysts. Analyst Commentary Recent updates from Street research reveal a mix of optimism and caution among analysts as Omnicom Group approaches its merger with Interpublic Group.Integration And Advanced AI Will Shape Global Marketing Services
Omnicom Group's analyst price target has been raised from $78 to $91, as analysts cite compelling upside potential and resilient media advertising fundamentals in anticipation of the Interpublic merger. Analyst Commentary As Omnicom moves closer to finalizing its merger with Interpublic Group, analysts have weighed both the positive drivers and the lingering risks that could impact the company's valuation and growth trajectory.Integration And Advanced AI Will Shape Global Marketing Services
Omnicom Group's analyst price target has increased modestly, rising from approximately $97.44 to $99.67. Analysts cite compelling upside ahead of the Interpublic deal despite ongoing industry concerns and evolving market dynamics.Integration And Advanced AI Will Shape Global Marketing Services
Omnicom Group’s analyst price target has seen a modest upward revision to $97.44, though sentiment remains cautious due to macroeconomic uncertainty, prolonged weak organic growth, and anticipated industry disruption from AI, highlighting a challenging near-term outlook. Analyst Commentary Bearish analysts are lowering price targets due to increasing macroeconomic uncertainty impacting ad agency outlooks, as highlighted by reduced guidance from sector peers.Omnicom: Lock In This Bargain Before The Market Does
Summary Omnicom Group Inc.'s acquisition of Interpublic Group enhances its data and tech capabilities, promising substantial cost synergies and cross-sell opportunities. Omnicom demonstrated solid financials, with 5.2% organic revenue growth, strong profitability, and significant new business wins, including Amazon and Unilever. The stock is undervalued with a P/E far below its historical norm, offering a compelling opportunity for value and income investors. Read the full article on Seeking AlphaOmnicom Is Buying Interpublic - And The Ramifications (Rating Downgrade)
Summary Omnicom Group's acquisition of Interpublic creates a larger ad agency with significant synergies, expected to enhance competitiveness and efficiency in the advertising sector. As an IPG shareholder, I sold my shares for a 24.9% total return, considering OMC's current valuation unattractive for reinvestment. The merger is expected to be earnings-accretive immediately, with cost synergies of $750M and a combined annual FCF of nearly $3B before synergies. Despite the merger's potential, I rate IPG a "HOLD" with a PT of $35, discontinuing coverage due to the acquisition and current market conditions. Read the full article on Seeking AlphaOmnicom Earnings Preview: Strong Foundations, Slowing Momentum
Summary Omnicom Group Inc. is a global marketing giant with strong stock performance but faces rising debt, slow dividend growth, and market challenges. Despite a solid 17.04% compound growth and a 4.49% dividend yield, Omnicom's dividend growth lags the S&P 500. Investments in AI and strategic acquisitions like Flywheel boost capabilities but increase debt and interest costs, impacting short-term profitability. Omnicom is stable and fairly valued, but current headwinds and slow growth suggest holding off on buying for now. Read the full article on Seeking AlphaOmnicom Group: Multiple Growth Catalysts Ahead
Summary OMC growth is inflecting back to mid-single digits with positive margin trends. Catalysts like the US election, the Olympics, and CTV advertising can drive near-term growth. Gen-AI tools for personalized advertising at scale can enhance OMC's competitive position and attract more clients. Read the full article on Seeking AlphaRiding The GenAI Wave: Omnicom's Double-Edged Sword
Summary Omnicom faces disruption risks from generative AI, which is seen as both an opportunity and a threat to the advertising industry, with potential to automate tasks and transform business processes. Omnicom's acquisition of Flywheel, a startup focused on e-commerce and digital media marketing, aims to enhance growth and competitiveness, despite the high purchase price. Despite recent financial stability and modest growth, concerns remain about long-term risks and uncertainties, particularly from generative AI advancements that could allow clients to bypass traditional marketing and advertising services. Read the full article on Seeking Alpha配当金の支払いについて
決済の安定と成長
配当データの取得
安定した配当: OMCの1株当たり配当金は過去10年間安定しています。
増加する配当: OMCの配当金は過去10年間にわたって増加しています。
配当利回り対市場
| Omnicom Group 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (OMC) | 4.5% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.3% |
| 業界平均 (Media) | 3.0% |
| アナリスト予想 (OMC) (最長3年) | 5.6% |
注目すべき配当: OMCの配当金 ( 4.45% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) よりも高くなっています。
高配当: OMCの配当金 ( 4.45% ) はUS市場 ( 4.27% ) の配当支払者の中で上位 25% に入っています。
株主への利益配当
収益カバレッジ: OMCは高い 配当性向 ( 1096.4% ) のため、配当金の支払いは利益によって十分にカバーされていません。
株主配当金
キャッシュフローカバレッジ: OMCの 現金配当性向 ( 30.5% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日(UTC時間) |
|---|---|
| 企業分析 | 2026/05/20 13:11 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Omnicom Group Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36
| アナリスト | 機関 |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Anthony DiClemente | Barclays |
| JULIEN ROCH | Barclays |